Find and Sign Your First 5 Aligned Clients

Welcome to FIRST 5

A clear path to build a strong foundation in your business and timeless tools to Find and Sign Aligned Clients.

By the end of the Phase 1 you will have...

🔆 A Clear vision for your business so you can easily make decisions that are right for YOU and rituals to embody that vision on a daily basis.

🔆 A deep understanding of your ideal client and how to speak to them in your marketing so in their eyes you are the expert who has the solution to their problem (and so YOU get to work with people who light you up!)

🔆 Have simple systems in place so you have an easy way to onboard clients and GET PAID!

🔆 A rock-solid offer you are EXCITED to deliver so that your ideal clients feel there’s absolutely nothing out there that can compare.

🔆 A simple strategy to share your newfound clarity with the world by having a Launch Party, so that your business is finally visible to your audience!

🔆 Get past your tech issues so you can get on with helping people and growing your business!


Congratulations my friend! You’ve decided to go for it and build your soul-centered dream business to help others and create a lifestyle of freedom. . .

But . . . hold on!

The hard part was supposed to be that life-changing decision to become a coach and start your own heart-centered business!

Nobody told you how hard the business part was going to be.

And so now you’re stuck with a much smaller bank account and a growing sense of shame about how little coaching you’re actually doing . . .  and how much business stuff you just don’t know.

Feeling really busy with not much to show for it?

You use up a lot of energy trying to sift through your to-do list and at the end of the day, you feel like you've been so busy with nothing to show for it.

All the noise on the internet gets you confused and frustrated, feeling like everything was moving so fast except you.

You know you shouldn't compare yourself to others, but how can you not??? Everyone seems to be moving faster than you.

You keep spending valuable energy trying out one unsuccessful strategy after another . . . 

You try to do things exactly like other successful coaches you've researched . . . but you can't seem to gain traction.

You break out in a FULL SWEAT when someone asks you who you work with. . .

You KNOW getting your tech set up will make your life easier but every time you get in front of the computer you feel like it drains your energy.

And . . . you KNOW there has to be another way to build your coaching business because what you've been trying isn't sustainable.

Imagine no more mental somersaults about why things aren’t working.

You’ve got a huge smile on your face.  You just finished a client session and those are always so much fun!

Plus you just came up with the BEST idea for a Facebook live!

Which happens pretty regularly, because you have the
time and space in your day to ground and focus yourself . . . and that always opens the floodgates for inspiration! 

Even though you’re hopping on a discovery call in 5 minutes, it’s not a problem because
you’ve got a super simple system that lets you keep your ideas organized and hit the ground running when it’s content creation time (which is already blocked out on your calendar).

You can relax into all of this because there are no more mental somersaults about why things aren’t working, and no stressing about what to try next. You already know:

. . . Exactly what the best next step is for YOU and your business.

. . . You’ll easily hit your financial goals and continue supporting your lifestyle of freedom.

. . .
Exactly who you serve, how to speak to them, and why your offers are an absolute no-brainer.

This is the feeling of freedom. 

This is the feeling of an ALIGNED business.

And these are the feelings and RESULTS I help my clients embody.

How do you do that when you don't know where to start?

How do you do all of that? You've probably tried doing some exercises to define your niche, but you're not 100% sure, right?

And if you have to do one more ideal client exercise you’re going to pull your hair out because the worksheets don’t feel like they really bring you clarity. 

You’re trying to set up the right tech, but you feel all over the place! Like you don't know what to focus on first, and you might spend days (or weeks!) on trying to figure out how to build and run a Facebook group only to feel like it’s draining for your energy- and you don’t like running groups!

And maybe you know the importance of the vision, but it feels foggy. Not being able to connect with it feels frustrating. If only you had a clear vision, then you could take steps to move forward. 

Essential Steps to Get Started...

1. You need a Clear Vision so you can make your business decisions that align with your whole body so that you can be confident in the steps you're taking and the direction you're heading.

2. Set up SIMPLE Tech systems (truthfully, “tech systems” is almost too strong a word!) so you can feel more freedom and flow in your business and step into that vision with ease, helping you feel confident in your coaching business!

3. Align your messaging so that you can gracefully share who you work with and create an offer that is the solution to the problems they have been praying for!

4. A heart-centered, supportive and MOTIVATED community of your peers to help hold you accountable and cheer you on when you feel self-doubt!

5. A willingness to bet on yourself and the vision you have to make an impact!

If you're ready to do business differently and You're DONE spiraling...

I want to invite you to join me in

First 5 Logo

 A Clear Path to Find and Sign Your Next 5 Aligned Clients.



Here's an overview of the process...

✔️ How to create a
clear vision for your business and the mindset to embody that vision on a daily basis.

✔️ How to connect with ideal clients and speak their language, so in their eyes you become the expert who has the solution to their problem (and so YOU get to work with people who light you up!)

✔️ Set up simple systems like your online scheduler and payment system so you have an easy way to on-board clients and GET PAID… because there are better things to do with your time than sending invoices… like GETTING a massage!

✔️ Track client progress so you can always show up like the expert coach you are, feeling confident and prepared, and easily reinforce for your clients how far they’ve come, multiplying your client re-enrollment!

✔️ Create offers that are exciting to deliver so that your ideal clients feel there’s absolutely nothing out there that can compare.

✔️ Get past your tech issues so you can get on with helping people and growing your business!

✔️ A roadmap, mentorship, & community to help you build a lifestyle you love while helping people live fulfilled and joyful lives!


The FIRST 5 Pillars

Clear Vision

Pillar 1: Creating Your Vision

You’ll learn how to create a clear vision for your life and business and implement a powerful practice to help you embody the business & lifestyle you want to create and how to stay focused on that vision instead of being pulled in a million different directions.

Embodied Marketing

Pillar 2: Embodied Marketing

You'll know with every bone in your body who you serve, how to talk to them, and how to create offers that land so you can talk about your coaching with confidence. This is the step that keeps many coaches swirling for years. But there is a simple, yet effective process to uncovering this golden question.

Align Your Tech Image

Pillar 3: Align Your Tech  

PLEASE... Stop making it so hard for people to work with you! And stop making it so hard for yourself!

You CAN coach people without having fancy funnels!

I’ll share the essential pieces to have in place, and we will make sure all tech pieces are there to support your clear vision- not take you away from it!

If you feel disorganized around tech- we will simplify and streamline. If you love tech, we will make sure all of the pieces are working together!

✨ To make this module even easier for you to implement- you will have access to the BONUS Tech and Guide Resource Library with over 25 video tutorials which are broken down into small-bite sections so you can find exactly what you're looking for, and run with it! We are always adding to this library and you will have continued access to all updates!

Easy Offers

Pillar 4: Easy Offers

One of the biggest mistakes I see coaches making is they pack their offers with so many things that it leaves people feeling confused. So we are going to clarify, simplify, and create an Easy Offer that is FUN to deliver and the perfect solution your clients have been praying for!

Launch Party

Pillar 5: Launch Party!

Most heart-centered business owners associate launching with exhaustion and a lot of hard work. Instead, I'll show you a simple strategy that you can use to create a practice around inviting people to join your coaching offers consistently, instead of just a one-time event.

This is a great way to create a buzz online and let people know about your business... a step most people FORGET and wonder why there are no discovery calls on your calendar! This is especially important in the beginning of your coaching business so you can test it, and make sure you have a viable offer that people will invest in! And- I'll show you can have fun in the process!

PLUS: LIVE Coaching, Mentorship & Community!

Carly Clark Zimmer

Call Dates & Times

We have TWO Group calls a month in FIRST 5 + Monthly Co-Working Sessions.

Group Calls are on the 2nd and 4th Thursdays of the Month at 10 am EDT excluding holidays.

Co-Working Sessions are on the 1st Thursdays of the month at 10 am EDT.

LIVE Group Calls with Carly, and a heart-centered, motivated community of your peers!

The group calls are THE place to bring your questions and receive coaching from Carly, and support for your fellow community members.

Group calls are so powerful because sometimes we don't think to ask certain questions that might open up whole new possibilities for our life and business! It's also the place to where you start to realize YOU'RE NOT ALONE! You never know what ideas might be SPARKED from other members of the community!

We have a kick-ass Heart-Centered Facebook community of coaches that have already gone through the program to support you in the process!

Community: Insights and Ideas for creative direction on every call!

FIRST 5 Member Rachel Thompson had an idea sparked by another community member and it inspired her to go in a completely new direction with her business! With a background in massage, she NEVER thought she could get paid for branding and design! This community completely changed the trajectory of her business!

Many of our members go on to hire each other! This is the place for you to lean into support from your peers and built your network for client referrals!

Take a Tour of FIRST 5


Videos, Action Guides, Templates, Copy-Samples, Swipe files & Tech training!



Tech & Guide Library ($997 Value)

We like to simplify as much as we can for our members, so we have a library for you to access tech training on things like Google Drive, Zoom, Canva, Acuity (and more) along with powerful coaching guides like Exploring Your Core Values and Core Desired Feelings. We are constantly adding to this library for your go-to resource to build your business foundation!

Carly Clark Zimmer: FIRST 5

Onboard Your Client Like A Pro!($197 Value)

What about when you DO sign your FIRST 5 clients???

We've got you!!! This resource is just the thing you need to welcome your clients in like a professional coach and give you a framework for creating an onboarding process that you can then take and make your own... Just like Bobbie Jo who now has a binder to walk clients through in her own step-by-step process!

Hear from our

Heart-Centered members...

Beyond Grateful

FIRST 5 with Carly Clark Zimmer

Found her SPARK and unique niche!

FIRST 5 with Carly Clark Zimmer

Confidence BOOST!

Bria: FIRST 5

Can it be this simple? YES! It Can!

FIRST 5 with Carly Clark Zimmer

Sold FIRST Program EVER!!!

Meg: FIRST 5

Learning a way to create on "Content"

FIRST 5 Carly Clark Zimmer

Felt like a mess... and client still said YES!

FIRST 5 with Carly Clark Zimmer

Perfectly Aligned!

Lauren: FIRST 5

Off the cuff offer and client said YES!

FIRST 5 with Carly Clark Zimmer

Program sold... BOOM!

FIRST 5 with Carly Clark Zimmer

Community Vibes!!!

Anne: FIRST 5

On-boarding her first client!

Carly Clark Zimmer: FIRST 5

Total shift in energy!

Brandi's testimonial

Need to hear more???

Starting from scratch to paying clients!

I was starting from scratch. Carly walked me through a step-by-step process to help me create programs and bring in PAYING coaching clients by showing me understand exactly what to do.

Throughout that process, I was able to learn what it meant to be and most importantly, feel embodied as a coach and a human being.

Brandi Bissell: FIRST 5

Brandi Bissell

Holistic Coach, Founder of Empowered Healing

I didn't realize this could be easy AND fun!

"I’ve gained so much clarity talking about what I do and what my offer is. I actually get to combine my skills as a writer, creative and coach to deliver amazing programs for my clients and create videos for their business. I didn’t realize it could be this easy- and fun! I now have a clear structure and process to bring my clients through. Everything feels simplified and brings such ease. I also uncovered a pattern that previously held me back. Now, I let it be messy! I’m excited to serve and keep showing up.”

Bobbie Jo   Author, Speaker, Coach

Bobbie Jo

Author, Speaker, Coach

Wow. Just...WOW.

"Making choices and decisions for my business from the energy of how I WANT to feel... this is how ease and flow get to show up. "

Tanya: FIRST 5

Tanya Bodsford

BodyMind Coach

Karyn's testimonial
Rachel's testimonial
Rachel's Testimonial

TOTALLY Infatuated!

"I’m in a new relationship… with Google Drive! Totally infatuated. I felt so damn fancy when I signed up my new client and had a clear and easy process to follow… and I was able to make it my own!"

Dawn Denzin Head shot

Dawn Denzin

BodyMind Coach

Karyn's Testimonial
Group Testimonial
Dawn's testimonial


Q: What is the cost of FIRST 5?

A: FIRST 5 is a 3-month program which you can pay for in full for $997, or a payment plan for three payments of $369.

When can I join FIRST 5?

A: Now! Why make yourself wait when you can start getting the results from the members above in NOW?!

Like Shana! Who started BEFORE she felt READY!

Carly Clark Zimmer: FIRST 5

Q: Do I get lifetime access to FIRST 5?

A: YES! You get lifetime access to FIRST 5 program materials.

Q: How does FIRST 5 work?

A: Once you enroll, you get automatic access to the welcome center. There's a 'Start Here Module' which will walk you through orientation and show you all of the elements of the program and the COMMUNITY! Which is amazing & super supportive!

Carly Clark Zimmer: FIRST 5

Q: How long is the Program?

A: FIRST 5 is 8-weeks.

Q: When are the Calls?

A: Group Calls are on the 2nd and 4th Thursdays of the Month at 10 am EDT excluding holidays. Co-Working Sessions are on the 1st Thursdays of the month at 10 am EDT.

Q: How long are the calls?

A: Typically our calls are two hours.

Q: Will the calls be recorded?

A: Yes. All replays will be available to you if you can't make it live. We also have an internal podcast for you to download & listen to the call replays on the go in your car, while you're out for a walk or sitting under a tree outside! 🌳 How cool is that?

Q: How much time do I need to devote to the program?

A: The results of this program will directly be related to the effort you put into it. If you block out an hour a week to go through the training, plus attend the live calls which are up to two hours, you will feel the momentum picking up in your business!

Q: I’m not good at tech! In fact, I’m allergic to it! Will you be able to help me set up the systems I need to put in place?

A: THIS PROGRAM WAS MADE FOR YOU! I get it, I’ve SO been there and that’s why I’ll help you simplify and clarify what you absolutely need to put in place and in what order so that it isn't overwhelming. We're not just going to cover how-to's in tech... you're going to LEARN how to THINK DIFFERENTLY about tech so that you have the skills to figure out whatever you need to in the future! Plus... we've for email copy samples & templates for you!

Carly Clark Zimmer: FIRST 5

Q: I’ve never finished anything before and don’t know if I’ll be able to do this…

A: If you show up for our calls and work through the modules, you will have the foundation to find and sign aligned clients. PLUS: Because everyone is on their own timeline and implements at a different place, we are BONUSING you a month inside the Heart Centered Coach Collective-our ongoing coaching membership so that you can have continued support AND can go at your own pace! You will have the opportunity to stay inside the community as long as it's working for you and your business,

Q: I don’t know where to start, I’m so overwhelmed. How will I know where to begin?

A: We start with getting crystal clear on your vision so that you know where to focus your energy and attention moving forward in a way that's aligned with your VALUES and how you want your life and business to FEEL. Without a vision, it's easy to get lost in comparison and feeling like you are behind everyone else.

Q: I really want to do this… but I don’t have the time. What are my options?

A: If it’s important enough, you will make time. Your option is to look at your priorities and decide if your vision and desire to make an impact through your heart-centered business is important enough for you to carve out time and money to water it, and help it grow so you can finally start helping others.

→ Your other option is to wait & 6 months from now you're still spinning, still frustrated, still in your own way. Or, you could have your business up and running, making offers and making more money being fulfilled and giving back.

Q: Do I have to participate in the Facebook group?

A: No. But our Private Facebook Community is an area for you to share your experiences in between group calls. The Community is also an incredible place to give and receive feedback and support. It’s a community of heart-centered coaches ready to cheer you on! Participation is highly encouraged, and I'll even show you my TECH Ritual which helps get in and out of FB without it draining your energy!

Q: What is the Refund Policy?

A: We stand by this product with 100% confidence and we want you to be 100% satisfied with it. That’s why we provide you a 14-day window to dive into the course. If you put in an honest effort and send us your completed coursework (however much you complete) we’ll happily refund the money.

There are NO REFUNDS past the 14-Day window. No Exceptions. See our Terms and Conditions here.

Q: I’m busy right now, can I join in the future?

A: The future is all but certain. If your business is important to you, now is the time. In just a few months, you could have your systems set up, clarity in who you serve, and the confidence to make your offer anytime that aligned client is in front of you. These are the skills that are serving entrepreneurs right now. These are the skills that will stick with you for the rest of your life. Now is the time to set yourself up for ANYTHING that might come our way in the future. Now is the time!

I hope that has answered a few of your questions! If you have others, please email support@carlyclarkzimmer.com.

If you’re willing to take the next step, I’m here to walk right beside you.

I look forward to getting to know you and your business!

Oh! I almost forgot...

Carly Clark Zimmer
Carly Clark Zimmer
Carly Clark Zimmer

Hey there! I'm Carly

I help heart-centered coaches & creatives build a strong foundation in their business by focusing on essential systems and practices that will grow your clientele, your income, and your impact WITHOUT compromising embodiment.

My background is in massage therapy. I was stuck and limited in the time-for-money trap for 10 years & I found coaching when I was on the verge of burnout.

That was four years ago. Since then, I rewrote the rules for my business and my life and decided to do things differently and tap into what my body was trying to tell me.

I traded in seeing clients in person and an office space that felt heavy for a completely virtual, profitable coaching practice that embodies everything I wished to create in my life (including living in Ireland and traveling the world!).

It not only lets me feel like I’m playing, but I wake up every day knowing I’m truly transforming lives by helping other creatives build businesses that is the true EXPRESSION of who you are!

This is the feeling of freedom.

This is the feeling of alignment.

And these are the feelings and RESULTS I help my clients experience, too.

I’m here to set you on the right path, make your life WAY easier, and help you build your business the RIGHT way (YOUR way!).

And I want to help you save the years that it took me to get here. Because when you clarify and simplify exactly what you need to put in place to step into your aligned vision, that brings results like nothing else will!

When I'm not coaching, I'm hiking somewhere in the Connemara Countryside picking flowers & looking for moss to play in!

I look forward to seeing you inside FIRST 5!

Carly Clark Zimmer

BodyMind Coach & Business Consultant 💛